DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Investment consultant
B•••••••• W••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
110
filed Aug 8, 2022
ADV institutional RAUM
$1.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$953M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.52; discretionary RAUM $953M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- charity clients 1 Aug 8, 2022 reported
- government clients 1 Aug 8, 2022 reported
- institutional clients 110 Aug 8, 2022 reported
- pension plan clients 108 Aug 8, 2022 reported
- raum discretionary $953M Aug 8, 2022 reported
- raum institutional $1.1B Aug 8, 2022 reported
- raum total $2.1B Aug 8, 2022 reported
What changed
No dated events.